08/04/2020
BNY Mellon Wealth Management Names Senior Wealth Strategist
These strengths, coupled with her wealth management experience, make her an indispensable resource for our clients and the Chicago team.
Executive Moves
08/04/2020
PINTEC Announces Changes to Management and Board of Directors
Both Mr. Wei and Mr. Dong will continue to serve on the board of directors of the Company (the “Board”) following their resignations from the Company’s management.
08/04/2020
Quilter Cheviot expands investment management team
Joins from Canaccord Genuity Wealth Management
08/03/2020
Withers hires senior disputes lawyer
Chenthil is an accredited mediator with the Singapore Mediation Centre, serves on the Advocacy and Criminal Practice Committees of the Law Society of Singapore and is a senior Advocacy trainer with the Law Society.
08/03/2020
Oppenheimer Builds-Out Leadership Team
Joseph Lovell Named Managing Director and Head of Asset Management; Philippe Jacquemard Appointed Managing Director and Head of European Insurance
08/03/2020
Senior promotions for Carey Olsen's corporate teams in Bermuda and Jersey
Nick has been a member of the Jersey corporate team since 2017.
07/31/2020
MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager
She serves on the New York City Estate Planning Council and is a board member of the Monroe Foundation.
07/31/2020
Sedulo Wealth aims to hit £250m Funds Under Management with multiple appointments
Our wealth management division is a crucial part of our holistic service offering. These latest appointments continue the programme of development across the division and demonstrates our ongoing commitment to providing a superior level of service.
07/31/2020
Rowan Dartington appoints Chief Investment Officer
His strategic and academic background will be invaluable as he transitions into the role of Chief Investment Officer
07/30/2020
IQ-EQ appoints Business Development Director in Hong Kong
In his new role with IQ-EQ Hong Kong, Kenny will help maximise the organic growth of the group’s alternative funds business by building IQ-EQ’s network and winning new clients across Greater China and the wider East Asia region.
07/30/2020
Peru & Partners strengthens leadership with two senior appointments
Within the Peru & Partners leadership team, Christophe and Lucie will join fellow department head, Ramelle Gabdibe (Valuation Services), who joined the business earlier this year.
07/30/2020
KPMG appoints Global Head of Tax and Legal practice
Effective 1 October 2020, David Linke will be the next Global Head of Tax & Legal services.
07/30/2020
Aegis Capital Corp. Hires Two Veteran Compliance Officers
They both bring an expansive amount of knowledge and will be valued additions to the compliance staff.
07/30/2020
SMP Group Appoints Global Head of Funds
In his new role, Paul will be based out of the Group’s Jersey office and will be responsible for the growth and development of the Group’s global funds offering across all of their jurisdictions.
07/30/2020
Standard Chartered Planning Several Hundred Job Cuts Worldwide
Bank had pledged to avoid redundancies during pandemic
07/30/2020
Credit Suisse merges divisions amid execs reshuffle
The group said it wants to retain IBCM franchises in Switzerland and Asia.
07/29/2020
Finantix strengthens senior leadership team by appointing Ian Savage as CFO
New CFO is highly experienced in fintech Private Equity, will play an integral role in global expansion strategy
07/29/2020
Former JB board member steps down as chairman of crypto bank’s board
The bank will propose Sébastien Mérillat, currently vice chairman, as interim chairman at the next board meeting.
07/29/2020
Odey Asset Management hires head of institutional business
Jos Trusted joins from CQS New City Equities
07/28/2020
Franklin Templeton Announces Adam Spector as Head of Global Distribution
Adam Spector is a veteran business and distribution leader, with over two decades of experience with Brandywine Global and more than three decades in the industry.